2024-06-13T09:46:40-05:00 2023-09-30 440160260 FORVIS MAZARS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2022-10-01 590638514 THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF FLORIDA'S FIRST COAST INC YOUN 9042963220 40 EAST ADAMS STREET 210 JACKSONVILLE FL 32202 PENELOPE A ZUBER EXEC VP COO & CFO 9042963220 2024-06-13 1 PENELOPE ZUBER 999009999 1 AMY BIBBY P00445891 8282542254 2024-06-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PENELOPE A ZUBER 40 EAST ADAMS STREET 210 JACKSONVILLE FL 32202 45425101 0 X WWW.FCMCA.ORG X 1942 FL TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. OUR STRATEGIC PLAN SERVES AS A SIGNIFICANT GUIDE FOR OUR DECISION-MAKING, PROVIDING THE FOUNDATION FOR EXCEPTIONAL PROGRESS. THE STRATEGIC PRIORITIES, INITIATIVES AND SUCCESS MEASURES THAT MAKEUP THIS PLAN REINFORCE OUR COMMITMENT TO OUR CAUSE: STRENGTHENING THE FOUNDATIONS OF COMMUNITY. 25 25 2039 1062 491134 0 14936995 12691175 25669106 30474945 95478 1499126 614032 622632 41315611 45287878 25851 77125 0 0 17392545 22916461 0 0 1013011 21432481 23522499 38850877 46516085 2464734 -1228207 82026485 90182679 34540272 50487709 47486213 39694970 X THE Y'S MISSION IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. OUR STRATEGIC PLAN SERVES AS A SIGNIFICANT GUIDE FOR OUR DECISION-MAKING, PROVIDING THE FOUNDATION FOR EXCEPTIONAL PROGRESS. THE STRATEGIC PRIORITIES, INITIATIVES AND SUCCESS MEASURES THAT MAKEUP THIS PLAN REINFORCE OUR COMMITMENT TO OUR CAUSE: STRENGTHENING THE FOUNDATIONS OF COMMUNITY. 0 0 26779607 77125 12661846 THE YMCA BELIEVES THAT THE VALUES AND SKILLS LEARNED EARLY ON ARE VITAL BUILDING BLOCKS FOR LIFE. BECAUSE OF THE Y, MORE YOUNG PEOPLE IN NEIGHBORHOODS AROUND THE NATION ARE TAKING A GREATER INTEREST IN LEARNING AND MAKING SMARTER LIFE CHOICES. AT THE Y, CHILDREN AND TEENS LEARN VALUES AND POSITIVE BEHAVIORS, AND CAN EXPLORE THEIR UNIQUE TALENTS AND INTERESTS, HELPING THEM REALIZE THEIR FULL POTENTIAL. THAT MAKES FOR CONFIDENT KIDS TODAY AND CONTRIBUTING AND ENGAGED ADULTS TOMORROW REINFORCING OUR COMMITMENT TO OUR CAUSE: STRENGTHENING THE FOUNDATIONS OF COMMUNITY.IN 2023, THE YMCA SERVED 22,436 INDIVIDUALS (SOME DUPLICATED), AND PROVIDED $355,701 IN FINANCIAL ASSISTANCE TO 1,573 PARTICIPANTS IN VARIOUS YMCA PROGRAMS FOR YOUTH DEVELOPMENT. THESE PROGRAMS INCLUDE: (1) CHILD CARE; (2) EDUCATION AND LEADERSHIP; (3) SWIM, SPORTS AND PLAY; AND (4) CAMP. 11815059 17260867 HEALTHY LIVING MEANS MORE THAN SIMPLY BEING PHYSICALLY ACTIVE. IT IS ABOUT MAINTAINING A BALANCED SPIRIT, MIND AND BODY. THE Y IS A PLACE WHERE YOU CAN WORK TOWARD THAT BALANCE BY CHALLENGING YOURSELF TO LEARN A NEW SKILL OR HOBBY, FOSTERING CONNECTIONS WITH FRIENDS THROUGH OUR LIFELONG LEARNING PROGRAMS, OR BRINGING YOUR LOVED ONES CLOSER TOGETHER THROUGH THE YMCA'S MANY FAMILY-CENTERED ACTIVITIES. AT THE Y, IT IS NOT ABOUT THE ACTIVITY YOU CHOOSE AS MUCH AS IT IS ABOUT THE BENEFITS OF LIVING HEALTHIER ON THE INSIDE, AS WELL AS THE OUTSIDE.IN 2023, THE YMCA SERVED 104,164 INDIVIDUALS, AND PROVIDED $1,817,558 IN FINANCIAL ASSISTANCE TO 25,585 PARTICIPANTS IN YMCA PROGRAMS FOR HEALTHY LIVING. THESE PROGRAMS INCLUDE: (1) FAMILY TIME; (2) HEALTH AND WELLNESS; (3) FITNESS ACTIVITIES; AND (4) GROUP INTERESTS. 326593 61098 THE GENEROSITY OF OTHERS IS AT THE CORE OF THE YMCA'S EXISTENCE AS A NONPROFIT, CHARITABLE ORGANIZATION. IT IS ONLY THROUGH THE SUPPORT OF HUNDREDS OF THOUSANDS OF VOLUNTEERS NATIONWIDE, AND PUBLIC AND PRIVATE DONORS THAT WE ARE ABLE TO SUPPORT AND GIVE BACK TO THE COMMUNITIES WE ENGAGE. TO BRING ABOUT MEANINGFUL CHANGE, INDIVIDUALS NEED ONGOING ENCOURAGEMENT AND TOOLS. THE YMCA IS HERE DAY-IN AND DAY-OUT TO PROVIDE THE RESOURCES THE COMMUNITIES NEED TO ADDRESS THE MOST PRESSING SOCIAL ISSUES. THE YMCA WORKS TO MAKE SURE EVERY CHILD, FAMILY AND THE COMMUNITY HAS WHAT IS NEEDED TO ACHIEVE THEIR BEST. THROUGH THE YMCA, HUNDREDS OF VOLUNTEERS ON THE FIRST COAST, AND MORE THAN 500,000 ACROSS THE NATION, ALONG WITH DONORS, LEADERS AND PARTNERS ARE EMPOWERING MILLIONS OF PEOPLE, AND THE COMMUNITIES IN WHICH THEY LIVE, REINFORCING THE YMCA'S COMMITMENT TO OUR CAUSE: STRENGHTENING THE FOUNDATIONS OF COMMUNITY.IN 2023, THE YMCA SERVED 36 INDIVIDUALS AND PROVIDED $43,587 IN FINANCIAL ASSISTANCE TO 14 FAMILIES PARTICIPATING IN YMCA PROGRAMS FOR SOCIAL RESPONSIBILITY. THESE PROGRAMS INCLUDE (1) SOCIAL SERVICES; (2) GLOBAL SERVICES; (3) VOLUNTEERISM AND GIVING; AND (4) ADVOCACY 38921259 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 51 0 1 2039 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 FL X X PENELOPE A ZUBER 9042963220 40 EAST ADAMS STREET SUITE 210 JACKSONVILLE FL 32202 NORCROSS GARY BOARD MEMBER 2.00 X X 0 0 0 SMITH DARNELL BOARD VICE CHAIR 2.00 X X 0 0 0 SMITH PAMELA TREASURER 2.00 X X 0 0 0 ALBAN DAVID BOARD MEMBER 1.00 X 0 0 0 BAER DOUGLAS BOARD CHAIR 1.00 X 0 0 0 BERG DAVIS BOARD MEMBER 1.00 X 0 0 0 BENNETT MARK BOARD MEMBER 1.00 X 0 0 0 BERMUDEZ SARAH BOARD MEMBER 1.00 X 0 0 0 BOYNTON SHELLY BOARD MEMBER 1.00 X 0 0 0 BROWN HENRY BOARD MEMBER 1.00 X 0 0 0 CAREY G JOHN BOARD MEMBER 1.00 X 0 0 0 DAVIS DANIEL BOARD MEMBER 1.00 X 0 0 0 DAVIS SHANTEL BOARD MEMBER 1.00 X 0 0 0 DERKUM TERRI BOARD MEMBER 1.00 X 0 0 0 FREED CRYSTAL BOARD MEMBER 1.00 X 0 0 0 GORDON IVAN BOARD MEMBER 1.00 X 0 0 0 HARRISON JOSH BOARD MEMBER 1.00 X 0 0 0 HOLZENDORF KEVIN J BOARD MEMBER 1.00 X 0 0 0 JABBOUR ANTHONY BOARD MEMBER 1.00 X 0 0 0 KELLY MICHAEL BOARD MEMBER 1.00 X 0 0 0 MBOUP CHEIKH BOARD MEMBER 1.00 X 0 0 0 NEWTON RUSTY BOARD MEMBER 1.00 X 0 0 0 SIFAKIS ALEXANDER BOARD MEMBER 1.00 X 0 0 0 TOCKELL KEITH BOARD MEMBER 1.00 X 0 0 0 WHITE JR EDWARD BOARD MEMBER 1.00 X 0 0 0 MANN ERIC K PRESIDENT & CEO 50.00 X 383919 0 36104 ZUBER PENELOPE A EXEC VP & CFO & COO 50.00 X 235274 0 26422 NESMITH NEKITA CHIEF DEVELOPMENT OFFICER 50.00 X 168743 0 26384 GIBBS LAUREN EXEC. DIR.- TIGER ACADEMY 50.00 X 152664 0 13070 LYON JOHN VP OPERATIONS 50.00 X 122507 0 15184 BURROWS TIMOTHY VP OPERATIONS 50.00 X 120243 0 14924 ARISTIZABAL MARIA VP OPERATIONS 50.00 X 116322 0 9754 1299672 0 141842 11 0 1 0 SLA MANAGEMENT 3217 CORRINE DRIVE ORLANDO FL 32803 FOOD SERVICE PROVIDER 222960 1 102672 6126050 6462453 12691175 HEALTHY LIVING 900099 18500254 18500254 YOUTH DEVELOPMENT 900099 11913593 11422459 491134 SOCIAL RESPONSIBILITY 900099 61098 61098 30474945 1207181 1207181 121 291824 0 0 121 291824 291945 291945 358745 137223 221522 221522 106009 0 106009 106009 MISCELLANEOUS 900099 295101 295101 295101 45287878 29983811 491134 2121758 77125 77125 619194 456963 162231 18890737 16514929 2052730 323078 1569848 1167363 321410 81075 1836682 1569180 222731 44771 1680738 714145 906166 60427 4504460 3487006 767446 250008 8386001 8019042 366484 475 353715 251336 90089 12290 431282 272026 143160 16096 1830577 1489539 302645 38393 4471114 4049948 421166 1235647 1197480 38167 MEMBERSHIP DUES 473495 3895 469600 MISCELLANEOUS 155470 108245 23058 24167 46516085 38921259 6581815 1013011 5373828 7715324 5933956 4540209 2352790 2666275 876497 1033857 287291 410904 108365094 41823698 58832812 66541396 4273339 5196902 4095972 2077812 82026485 90182679 3335209 9477821 2305204 673816 26298898 38773315 2600961 1562757 34540272 50487709 X 32349240 23203780 15136973 16491190 47486213 39694970 82026485 90182679 X -1228207 -6563036 X X 0 1 X 1 1 1 X 27982258 11525930 22819371 14926333 12691175 89945067 27982258 11525930 22819371 14926333 12691175 89945067 89945067 34662 24430 553 215652 1207181 1482478 91427545 126163533 0.98380 0.99730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 71089 71089 0 SCH C, PART II-B, LINE 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY DUES PAID TO THE FLORIDA STATE ALLIANCE OF YMCA'S - $16,029 USED FOR LOBBYING. $55,060 PAID TO THE FLORENTINO GROUP FOR DIRECT LOBBYING EFFORTS. 2234103 352130 966725 3552958 2711075 339069 -816041 2234103 114000 2602500 -5425 2711075 5000 109000 114000 5000 5000 0.92000 0.08000 0 0 6614456 6614456 70908113 32081412 38826701 9892122 4475556 5416566 11640819 5266730 6374089 9309584 9309584 66541396 CAPITAL LEASE OBLIGATION 304361 OPERATING LEASE LIABILITY 1258396 1562757 X PART V, LINE 4: THE ENDOWMENT WILL BE USED TO SUPPORT PROGRAM RELATED PROGRAMS AND INITIATIVES SUCH AS STEM PROGRAMS. PART X, LINE 2: THE ASSOCIATION EVALUATES ITS TAX POSITIONS FOR ANY UNCERTAINTIES BASED ON THE TECHNICAL MERITS OF THE POSITIONS TAKEN. THE ASSOCIATION RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE UPHELD ON EXAMINATION BY TAXING AUTHORITIES. THE ASSOCIATION HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2023 AND 2022, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. JOSH WATKINS TENNIS TOURNAMENT 28141 28141 14070 GIVING TREE GALA 173399 173399 63002 6 157205 157205 60151 358745 358745 137223 137223 221522 1 SCHOLARSHIPS 18 77125 PART I, LINE 2: TIGER ALUMNI WHO COMPLETED 5TH GRADE AT TIGER ACADEMY, ARE CURRENTLY IN THEIR SENIOR YEAR OF HIGH SCHOOL AND PLAN TO ATTEND COLLEGE THE FOLLOWING YEAR, ARE ELIGIBLE TO APPLY FOR COLLEGE SCHOLARSHIP. ADDITIONALLY, UP TO THREE SCHOLARSHIPS TO EITHER EPISCOPAL OR BOLLES HIGH SCHOOL FOR GRADUATING 5TH GRADE SCHOLARS ARE AVAILABLE BASED ON FINANCIAL NEED. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MANN ERIC K PRESIDENT & CEO 300861 0 82294 0 764 0 24400 0 11704 0 420023 0 0 0 ZUBER PENELOPE A EXEC VP & CFO & COO 232205 0 0 0 3069 0 19100 0 7322 0 261696 0 0 0 NESMITH NEKITA CHIEF DEVELOPMENT OFFICER 168608 0 135 0 0 0 14586 0 11798 0 195127 0 0 0 GIBBS LAUREN EXEC. DIR.- TIGER ACADEMY 142664 0 10000 0 0 0 11422 0 1648 0 165734 0 0 0 PART I, LINE 1A THIS IS A SOCIAL CLUB MEMBERSHIP. THE ORGANIZATION CANNOT HAVE A MEMBERSHIP SINCE IT IS A CORPORATION, SO THE MEMBERSHIP IS IN THE NAME OF THE PRESIDENT/CEO. THE MEMBERSHIP IS TIED TO THE POSITION AND NOT TO THE EMPLOYEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS MADE AVAILABLE TO THE BOARD OF DIRECTORS BEFORE IT IS FILED, TO PROVIDE TIME FOR REVIEW. THE FINANCE COMMITTEE REVIEWS AND RECOMMENDS FORMAL APPROVAL TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN THE CONFLICT OF INTEREST POLICY FORM ANNUALLY. FORMS ARE FILED IN THE METROPOLITAN OFFICE IN THE CARE OF THE CEO'S ADMINISTRATIVE ASSISTANT. FORM 990, PART VI, SECTION B, LINE 15 THE ANNUAL PERFORMANCE OF THE CEO IS REVIEWED BY THE YMCA'S COMPENSATION COMMITTEE AND REPORTED TO THE BOARD OF DIRECTORS. THE SALARY OF THE CEO IS DETERMINED BY A COMPENSATION COMMITTEE USING BENCHMARKS FROM REGIONAL YMCA'S OF SIMILAR SIZE. THE FINANCE AND AUDIT COMMITTEE AND THE BOARD OF DIRECTORS APPROVE THE COMPENSATION FOR THE CEO AND OTHER OFFICERS AS PART OF THE ANNUAL BUDGET REVIEW AND APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 AND THE ANNUAL REPORT ARE AVAILABILE ON THE ORGANIZATION'S WEBSITE AT WWW.FCYMCA.ORG. FORM 990, PART VI, SECTION C, LINE 19 ALL OTHER DOCUMENTS ARE PROVIDED UPON REQUEST FROM THE ORGANIZATION AT 40 EAST ADAMS STREET, SUITE 210 JACKSONVILLE, FL 32202. THE FFC YMCA FINANCIAL INFORMATION IS AVAILABLE THROUGH GUIDESTAR. ALL OTHER DOCUMENTS ARE PROVIDED UPON REQUEST FROM THE ORGANIZATION AT 40 EAST ADAMS STREET, SUITE 210 JACKSONVILLE, FL 32202. FORM 990, PART XI, LINE 9: RESTATEMENT RELATING TO RESERVE OF ERC CLAIMS -6,563,036. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. STRONG COMMUNITIES REALTY CORPORATION 40 EAST ADAMS STREET SUITE 210 JACKSONVILLE FL 32202 270457462 OWNERSHIP AND MAINTENANCE OF SCHOOL BUILDING HOUSING TIGER ACADEMY FL 501(C)(3) LINE 11 NONE 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 STRONG COMMUNITIES REALTY CORPORATION K 32244 FMV